AI Templates & Checklists
Practical tools we actually use on client engagements. Download them, use them, skip the guesswork.
AI Vendor Evaluation Checklist
30+ criteria across technical capability, pricing transparency, support, and integration readiness. The same checklist we use on every vendor selection we run.
AI Project Brief Template
The exact brief format we use to scope AI projects. Covers business objective, success metrics, data requirements, constraints, and timeline.
AI ROI Calculator Spreadsheet
Plug in your numbers and get a realistic ROI projection. Accounts for implementation costs, ongoing maintenance, ramp-up period, and productivity gains.
AI Readiness Workshop Agenda
A half-day workshop format to align your leadership team on AI priorities. Includes facilitation notes, discussion prompts, and a decision framework.
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